+29.0%
U vs VG
+48.6%
-19.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.5% |
| 7D | +36.6% | -22.0% | +58.6% | +35.3% |
| 30D | +13.3% | -11.6% | +25.0% | +12.8% |
| 3M | +26.2% | -14.9% | +41.0% | +25.5% |
| 6M | +88.7% | -3.5% | +92.3% | +88.5% |
| YTD | +16.6% | +70.0% | -53.4% | +10.7% |
| 1Y | +29.0% | +50.0% | -21.0% | +23.6% |
| All | +29.0% | +48.6% | -19.7% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling